Modera Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 152 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$2,177,108
+0.2%
91,552
-0.3%
0.04%
+5.1%
Q2 2023$2,171,949
+4.1%
91,837
+4.8%
0.04%
-51.9%
Q1 2023$2,086,350
+4.9%
87,643
-2.1%
0.08%0.0%
Q4 2022$1,988,66489,5390.08%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 7,451,794$177,389,9749.14%
Del-Sette Capital Management, LLC 254,416$6,056,3735.96%
Planning Center, Inc. 686,763$16,860,0324.63%
LAM GROUP, INC. 163,390$3,889,4993.81%
Hassell Wealth Management, LLC 199,934$4,812,4183.53%
Delap Wealth Advisory, LLC 124,750$2,969,6743.04%
KEB ASSET MANAGEMENT, LLC 279,007$6,641,7622.90%
MONOGRAPH WEALTH ADVISORS, LLC 519,149$12,358,3342.90%
Steward Financial Group LLC 267,816$6,3762.12%
Forum Financial Management, LP 3,006,092$71,560,0162.07%
View complete list of DIMENSIONAL ETF TRUST shareholders